Jay & Barbara, Paralyzed Between Taxes Today and Taxes Tomorrow – Real Retirees

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You can hide from taxes now or reduce taxes later. If you have retirement assets, you can’t do both. Jay & Barbara are faced with this exact situation. In this Real Retiree episode, I review their options for preparing for a future tax hit. I explain how it is somewhat paralyzing as neither option feels great. I share their decision and my opinion…which were not the same!

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